Learn how to import company contacts into your bOnline phone system for better contact management. Imported contacts in the MYbOnline customer portal will sync to the bOnline phone mobile and desktop apps.
Importing single contacts:
From the 'Company contacts' page, click on 'Import contacts'. Then, click 'Import single contact'.
From the 'Company contacts' page, click on 'Import contacts'. Then, click 'Import single contact'.
Enter the contact details and ensure they're correct before clicking 'Add contact'.
To edit or delete an imported contact, click the three-dot menu next to the contact.
Importing bulk contacts:
From the 'Company contacts' page, click on 'Import contacts'. Then, click 'Bulk import contacts'.
If your contacts are already listed in the correct format, click 'Upload your CSV file'. Alternatively, download a sample CSV file to confirm the correct format.
From the pop-up, select the CSV file that contains your contacts.
Please note: 'First name', 'Last name', and 'Phone number' are required fields, The 'Phone number' can only contain digits(spaces are accepted), and 'Company name' and 'Email' are optional fields.
Once you have selected your CSV file, you will be able to edit any of the contact's information before submitting it. Change your contact's name, surname, number, company name, and email. When you're ready, click 'Submit'.
Your imported contacts will now appear on the 'Company contacts' page of the MYbOnline customer portal.
If you need further help, feel free to contact our onboarding team at [email protected]. We're always here to assist you and ensure everything goes smoothly!
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